Warmond Fiduciary Services Limited

www.warmond.co.in

The actions we take today impact our future and those of our loved ones. As a parent /child/spouse or promoter of a business you must plan for the future emotional and financial wellbeing of your dependents, especially for the time when you may not be around . Succession planning is an exercise that allows you to CHOOSE your beneficiaries and direct the manner in which your assets shall be distributed to them after you. If you don't choose the beneficiaries of your assets, the law does it for you. Warmond Trustees & Executors Pvt. Ltd. (“Warmond”) was established in 2006 and is one of the oldest independent trustee and fiduciary services companies in India. We provide innovative and bespoke solutions to our clients on their estate and succession planning needs. For individuals with fairly simple needs such as Wills, NSDL e-Governance Infrastructure Ltd. and Warmond have partnered to offer online services for Will preparation through a web-based portal, being www.ezeewill.com Warmond is backed by SNG & Partners, a premier law firm in India and N. A. Shah Associates, a full-service boutique advisory firm. In 2016, Warmond acquired Julius Baer Trustees (India) Limited, formerly known as DSP Merrill Lynch Trust Services Limited (DSPMLTS), making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company has acquired the business of a multi-national company. Corporate office: One Forbes, 2nd Floor, Dr. V.B. Gandhi Marg, Kala Ghoda, Fort, Mumbai- 400023 Services: • Drafting Wills • Acting as Corporate Executor • Formation of Private Trusts • Acting as Corporate Trustee • Legal and administrative assistance upon demise

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The actions we take today impact our future and those of our loved ones. As a parent /child/spouse or promoter of a business you must plan for the future emotional and financial wellbeing of your dependents, especially for the time when you may not be around . Succession planning is an exercise that allows you to CHOOSE your beneficiaries and direct the manner in which your assets shall be distributed to them after you. If you don't choose the beneficiaries of your assets, the law does it for you. Warmond Trustees & Executors Pvt. Ltd. (“Warmond”) was established in 2006 and is one of the oldest independent trustee and fiduciary services companies in India. We provide innovative and bespoke solutions to our clients on their estate and succession planning needs. For individuals with fairly simple needs such as Wills, NSDL e-Governance Infrastructure Ltd. and Warmond have partnered to offer online services for Will preparation through a web-based portal, being www.ezeewill.com Warmond is backed by SNG & Partners, a premier law firm in India and N. A. Shah Associates, a full-service boutique advisory firm. In 2016, Warmond acquired Julius Baer Trustees (India) Limited, formerly known as DSP Merrill Lynch Trust Services Limited (DSPMLTS), making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company has acquired the business of a multi-national company. Corporate office: One Forbes, 2nd Floor, Dr. V.B. Gandhi Marg, Kala Ghoda, Fort, Mumbai- 400023 Services: • Drafting Wills • Acting as Corporate Executor • Formation of Private Trusts • Acting as Corporate Trustee • Legal and administrative assistance upon demise

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Country

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City (Headquarters)

Mumbai

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Employees

1-10

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Head - Finance Control

    Email ****** @****.com
    Phone (***) ****-****

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